How do we manage mixed mandates?
OLZ also offers mixed mandates which encompass the parallel management of assets in various investment categories (equities, bonds, etc.). Our experience has shown that our customers appreciate the fact that all their assets are managed by one agent.
OLZ guarantees the efficient utilization of the chosen investment strategy. When available, the institutional funds of the OLZ Efficient World® Equity and OLZ Efficient World® Bond strategies are utilized for the world equities and world bonds categories when available. For other categories we select index funds for institutional investors.
As an investor, you will benefit from an efficient and economic utilization. We shall be happy to calculate the possible increase in efficiency from your individual data on request.
